Create a playlist
Create a playlist
Overview
Walnut Playlists help teams package demos and supporting assets into a single, shareable experience.
Instead of sending scattered links, attachments, and follow-up resources, you can create one destination that is structured, brandable, and measurable. Playlists make it easier for viewers to explore content in one place while giving your team clearer visibility into what they engaged with.
Playlists can be used as a curated journey, a self-serve exploration hub, or a supporting asset for sales, marketing, onboarding, and customer education workflows.
Why This Matters: Playlists turn content into an experience. They make it easier to share the right assets, reduce friction for viewers, and give you asset-level engagement signals that are much harder to capture with one-off links or static attachments.
Why Playlists Beat Static Content
One-off links create friction. Buyers and internal teams receive scattered demos, PDFs, videos, and follow-up resources with no clear path.
Playlists solve that by creating one destination that is easier to navigate, easier to reuse, and easier to measure. They help viewers consume content in one place while giving your team clearer engagement signals across every item.
| Scattered Content | Playlist Experience |
|---|---|
| Multiple links and unclear next steps | One curated destination with intentional structure |
| Limited insight into what mattered most | Asset-level engagement signals like time spent, top items, and drop-off |
| Hard to personalize or reuse | Easy to tailor by persona, stage, account, or use case |
| Static follow-up that gets forwarded without context | One durable link that stays consistent across stakeholders |
Before You Start
Roles: Users with the Presenter role and above can create Playlists.Analytics: Playlist engagement is reflected in Walnut analytics, including engagement across demo and non-demo items.Demo behavior: If a demo included in a Playlist is updated, the Playlist serves the updated version because it remains linked to the original demo.Organization: Playlists can be added to folders, tagged, and shared with collaborators based on access settings.
See Playlists In Action
Quick Start
Navigate to your Walnut library and click New Asset.
Select Playlist.
Choose your playlist style.
Add a title and description.
Add content items such as demos, uploaded files, or external URLs.
Optional: Add sections to organize the Playlist by persona, stage, or topic.
Customize settings such as welcome screen, exploration mode, access, and styling.
Click Create to generate your share link and embed code.
Pro tip: If you are just getting started, create one Playlist per primary motion, such as pre-call discovery, post-call recap, or rep enablement. This keeps the first rollout focused and easier to repeat.
How It Works
Create a new Playlist from your Walnut library.
Give the Playlist a title and description. Add sections if needed.
Add content items. These can include: Demos from your library
Uploaded media filesPD
Fs
External UR
Ls (You
Tube, Vimeo, Google Docs)Embed code snippets
Edit the name and description of each item inside the Playlist
Drag and drop items to control their order.
Customize the Playlist style, including colors, layout, and card presentation.
Adjust settings such as the welcome screen, button label, viewer exploration mode, and access behavior.
Click Create to get the link and embed options.
Need to duplicate a Playlist? Click the three-dot menu and select Duplicate.
Types of Playlists
Playlists can be configured in different ways depending on your goal, audience, and stage in the journey.
1. Choose Your Own Adventure
Viewers can select which items to explore and in what order. This format works well when you want self-guided discovery and expect different personas to care about different topics or workflows.
Once a viewer has selected at least one item on the CYOA welcome page, a live selection count (for example, “2 items selected”) and a Select all / Deselect all toggle appear next to the start button. The toggle is a quick way for viewers to grab every available item in one click, or clear their selection and start over, without ticking each card individually. The toggle flips to Deselect all automatically once every item is selected — whether through the toggle itself or by selecting each card manually.
Best for:
Website demo hubs
Product marketing pages
Self-serve evaluation flows
Customer education centers
Pro tip: Choose Your Own Adventure Playlists are one of the fastest ways to surface clean interest signals. What viewers choose to open is often more revealing than what they say on a form.
Default content item selection: Under Access Settings, you can set whether content items in a Choose Your Own Adventure playlist are pre-selected for viewers by default. Choose All to have every item checked when the playlist loads, or None to leave them unchecked so viewers opt in to the items they want to explore. The default is inherited from your account's setting and can be overridden per playlist.
2. Advanced Playlists
Advanced Playlists are add-on layouts designed for more polished, landing-page-style experiences. Instead of presenting content in a stacked player format, they give teams a more modular hub layout that can combine demos, videos, PDFs, dashboards, documents, and embedded content in a more branded, flexible destination.
Walnut currently offers two Advanced Playlist layouts:
Sales Hub: built for pre-sales engagement, including demos, technical overviews, supporting assets, and competitive content
Customer Hub: built for post-sales engagement, including QBR-style content, success metrics, dashboards, and growth opportunities
These layouts are especially useful when you want the experience to feel more like a destination or microsite rather than a linear content player.
Best for:
Pre-sales hubs and solution overviews
Customer success hubs and QBR experiences
Content-rich landing page style experiences
Reusable, modular hubs that combine multiple media types
Good to know: Advanced Playlists are an add-on feature. Users with Admin, Editor, and Presenter roles can create them when the feature is enabled.
Why they work:
Create a more branded, landing-page-style experience
Support richer content mixes across demos and non-demo assets
Allow flexible section layouts and modular storytelling
Work well for both pre-sales and post-sales motions
3. Deal Rooms
Deal Rooms extend the Playlist concept into a centralized buyer workspace. They are designed for multi-stakeholder evaluation and later-stage coordination.
Best for:
Enterprise opportunities
Late-stage evaluation and review cycles
Expansion and renewal motions
Multi-threaded stakeholder engagement
Why Deal Rooms work: They reduce follow-up chaos by keeping demos, docs, recordings, and next steps in one trackable destination.
Choosing the Right Format
| Your goal | Recommended format | Why |
|---|---|---|
| Let viewers choose what to explore and in what order | Choose Your Own Adventure | Lets viewers self-select what matters most, stacked content player |
| Create a more branded, landing-page-style hub | Advanced Playlist | Supports richer layouts, modular sections, and broader media combinations |
| Support complex deal evaluation and centralize communication | Deal Room | Centralizes buyer-facing content and coordination |
Power Plays: How Teams Use Playlists Strategically
Playlists are not just content containers. When used intentionally, they become a lightweight discovery engine, a stronger follow-up asset, and a much more measurable way to share static content.
1. Use Playlists for Pre-Call Discovery
Send a curated Playlist before a meeting, then review engagement data to understand what the buyer already explored.
This helps you skip the baseline tour and focus live time on what actually matters.
Which items were opened
Time spent per item
Drop-off points
Most engaged topics or workflows
2. Map Interest Across Stakeholders
Playlists create a clearer view of what different stakeholders care about. Over time, this helps teams map interest by persona, stage, and topic.
Identify feature-level buying signals
Spot persona patterns
Improve follow-up relevance
Strengthen alignment across Sales, Marketing, and CS
3. Turn Static Assets Into Measurable Content
PDFs, slides, and videos usually become static once they are sent. Adding them to a Playlist makes them part of a trackable experience.
This gives teams visibility into:
Total session length
Time spent per asset
Drop-off points
Return visits
4. Use Playlists as an Enablement Hub
Internally, Playlists can act as a single destination for rep enablement, onboarding, or product education.
New hire onboarding journeys
Feature certification tracks
Industry-specific demo libraries
Competitive positioning hubs
5. Use Playlists Before and After the Call
Pre-call: Use a Playlist to gather early signals and shape your agenda.
Post-call: Use a Playlist to recap what was discussed, share next-step assets, and give stakeholders one link they can forward internally without losing context.
Pro tip: Create repeatable templates for a Pre-Call Playlist and a Post-Call Recap Playlist so reps can reuse the same structure across accounts and segments.
Embed Playlists
Embedded Playlists work well for websites, resource hubs, and internal enablement portals.
To embed a Playlist:
Navigate to the relevant libraryClick the three-dot menuSelect Get embed code
Click Copy Embed Code and paste it into the target location
For more detail, see How to Embed a Walnut Demo or Playlist
Edit and Manage Playlists
Playlists can be updated over time. You can add items, remove items, change settings, update styling, and adjust copy without needing to recreate the Playlist.
In addition to editing, the three-dot menu can also be used for actions such as:
Manage tags
Add collaborators
Move to
Archive
Get embed code
Duplicate
Insights & Analytics
Playlists provide measurable engagement signals across both demo and non-demo content. This helps teams understand what viewers actually explored and what they cared about most.
Playlist metrics include:
Sessions and viewers: How many people engaged
Time spent: Across the Playlist and per item
Top viewed items: Which assets attracted the most attention
Drop-off points: Where viewers disengaged
Return visits: Whether viewers came back to re-evaluate
Bounce rate: How quickly sessions ended
Date last played: Most recent Playlist activity
Playlist analytics can also help teams:
Analyze engagement on individual demo items
Measure popularity of non-demo content
Review specific user sessions
Understand viewer intent based on content choices and time spent
Why this matters: Playlists help Sales, Marketing, and Customer Success follow up based on actual behavior, not assumptions. You can see what people opened, what held attention, and what likely drove interest.
To learn more, visit Track Demo Engagement and Performance with Built-In Walnut Insights
Best Practices by Team
Sales
Create stage-specific Playlists for discovery, technical validation, and business valueUse pre-call Playlists for automated discoveryUse post-call Playlists to recap and multi-thread
Marketing
Embed Choose Your Own Adventure Playlists on solution and use case pagesAdd static assets to unlock asset-level engagement signalsUse Playlist analytics to identify which assets drive deeper evaluation
Customer Success
Build onboarding journeys that guide customers through key workflowsCreate feature adoption hubs to support self-serve learningUse engagement signals to support expansion and renewal conversations
Related Resources
How to Embed a Walnut Demo or Playlist
Interactive Deal Rooms: Getting Started
Summary
Playlists help teams package demos, media, and supporting assets into one clean, trackable experience.
They reduce friction for viewers, make follow-up more consistent, and create stronger engagement visibility across every item in the journey.
Whether you are using them for self-serve exploration, pre-call discovery, post-call recap, enablement, or customer education, Playlists give you a more flexible and measurable way to share content than one-off links ever can.
Final Takeaway: The real value of Playlists is not just that they group content together. It is that they help you turn demos, docs, and media into a guided experience that is easier to share, easier to explore, and much easier to learn from.